How to change PDF email attachment file name?

  • Stephanie Allen
    Asked on December 12, 2018 at 5:52 PM

    Hi there, 

    I've created a PDF form to go along with my order form 'local coverage virginia order form'.  I requested a test email but it did not send a pdf.  Should it be? I would like to see it, is there a way to create  a test email for it?

    Also, how do i change the name of a PDF file built from a form?  Right now it's just 'new doc', does it get saved and moved somewhere or is it always in the tab of the pdf builder? I can't seem to find a file of forms i've created.

    Thanks!

  • Jed_C
    Replied on December 12, 2018 at 9:17 PM

    I requested a test email but it did not send a pdf. — 

    You will need to make an actual submission, clicking the "Test" button to test the email will not include the PDF submission.

    Reference: https://www.jotform.com/help/25-Setting-up-Email-Notifications 

    How do I change the name of a PDF file built from a form? — 

    To change the name, go to your PDF editor > Click on the paint bucket icon on the upper right > Scroll down to "PDF File name".

    Sample screencast:

    1544667399change pdf name Screenshot 10

    I hope this helps. Let us know if you have any questions or if you need further assistance.